Economic Moats
In this episode of “Casual Finance Friday,” Research Analyst Jacob Keen explains how economic moats can provide a margin of safety, stability, and often returns in excess of the cost of capital for your investments.
In the News: Don’t let Your Investments Coast through Summer
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that before you get wrapped up in the kids’ back-to-school excitement, tailgating and football season, you need to take the time to review your investments.
In the News: You can accept risk when you have time, but what happens when time changes?
In today’s Marietta Daily Journal, Bil Lako, CFP®, describes how your time horizon and risk tolerance for investing are intricately linked, and what to do when time horizons change.
Risk Management and Your Retirement Savings Plan
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss how risk tolerances are affected by your time horizons, and what happens with your financial plan and time horizons when you’re blindsided by a life event.
The Fees You’re Paying
Henssler Research Analyst Nick Antonucci, CVA, explores some of the fees that investors may not know they are paying when they have their investments managed.
Often Stock Buybacks are a Vote of Confidence from Management
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his Research Analysts, Nick Antonucci, CVA, and Jacob Keen to take a deeper look into why companies buy back their stock, and what share buybacks mean for both the investors and the company.
Diversification
Henssler Financial Research Analyst Jacob Keen takes a moment to explain why diversification in your portfolio is so important.
Cryptocurrencies and Taxes
Just because your cryptocurrency is anonymous doesn’t mean you may not owe taxes on your investment or transactions. We explain in this week’s Tax Tip.
Stocks are a Long-Term Investment; Short-Term Volatility Shouldn’t Matter
It’s your money and your financial future you’re watching decline. Bil Lako, CFP®, explains that it’s the actions that you take during that volatility that define you as an investor.
Planning Priorities: The Ten Year Rule
Bil Lako, CFP®, explains Henssler Financial’s comprehensive financial planning strategy, The Ten Year Rule.